Parr McKnight Wealth Management Group’s Goldman Sachs GS Stock Holding History

Parr McKnight Wealth Management Group’s Portfolio GS Stock Details GS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.05M	Sell	4,782 -7	-0.1%	-$6.25K	0.53%	57
2025 Q4	$4.21M	Sell	4,789 -226	-5%	-$184K	0.55%	58
2025 Q3	$3.99M	Sell	5,015 -408	-8%	-$302K	0.52%	60
2025 Q2	$3.84M	Sell	5,423 -128	-2%	-$74.2K	0.53%	62
2025 Q1	$3.03M	Sell	5,551 -201	-3%	-$121K	0.44%	73
2024 Q4	$3.29M	Buy	+5,752	New	+$3.21M	0.47%	66

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parr McKnight Wealth Management Group's GS Position: Q1 2026 in Review

Parr McKnight Wealth Management Group reduced its Goldman Sachs (GS) stake by 0.15% in Q1 2026, selling an estimated $6.25K and leaving 4,782 shares worth $4.05M. The position accounts for 0.53% of the portfolio, ranked #57.

Parr McKnight Wealth Management Group first reported a position in GS in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.21M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Parr McKnight Wealth Management Group held 4,782 shares of Goldman Sachs worth $4.05M as of Q1 2026.
Parr McKnight Wealth Management Group sold 7 Goldman Sachs shares in Q1 2026, an estimated $6.25K.
Goldman Sachs made up 0.53% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #57 holding.
Parr McKnight Wealth Management Group first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
Parr McKnight Wealth Management Group's Goldman Sachs position peaked at $4.21M in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.